High-Net-Worth Investors

Private Wealth Management for High-Net-Worth Individuals

Wealth management entirely customized around you, your goals, and your life.

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Wealth Management Services

Comprehensive Wealth Management Under One Roof

High-net-worth investors, or investors with more than $1,000,000 in assets, face a different set of challenges in managing their wealth. Investment decisions become more complex, financial planning becomes necessary, and the potential gains from tax efficiency increase exponentially.

Our focus is on simplifying and optimizing these wealth management decisions. After helping more than 1,500 high-net-worth investors build customized wealth management plans, we’ve developed and refined our 5-Step Wealth Optimization Process to create a single, comprehensive wealth management strategy for our clients.

By working with their single team of financial professionals to build a customized investment portfolio, financial plan, and tax strategy, our clients can find confidence and peace of mind in knowing they are well-positioned to achieve their long-term financial goals.

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Additional Benefits

What's Included?

Investment Portfolio Design & Management

A diversified portfolio is the cornerstone of a wealth management strategy. Our approach builds a customized portfolio that includes public, private, and alternative investments to achieve greater diversification against market risk and the potential for enhanced returns.

Tax Planning & Preparation Services

A tax-efficient wealth management plan can pay dividends, especially for high-net-worth individuals. Our focus is on enhancing the most important number in your portfolio: your after-tax return.

Advanced Financial Planning

As a high-net-worth investor, navigating your finances without a financial plan can add unnecessary complexity to life. We use eMoney’s Wealth Management System (WMS) - an industry-leading financial planning tool - to help clients build a dynamic financial plan that changes with them through life.

Insurance & Estate Planning Services

Security comes from the peace of mind in knowing your family’s wealth is safe. To this end, we conduct a full review of your estate and insurance plans, making recommendations to fill gaps, reduce inefficiencies, and optimize your safety net.

Private & Alternative Investment Options

High-net-worth investors are able to access investments that may be unavailable to other investors. Our customized portfolios include options for private equity, private credit, and alternative investments aimed to create non-correlated sources of return and reduce overall market risk.

Private Banking & Low-Rate Lending

Interest expenses can be one of the largest expenses in an individual’s life. Our partnerships with elite teams at lending institutions allow our clients to secure low-interest loans, including mortgage loans, pledged asset lines (PAL) of credit, and other private lending options.

Fiduciary Advisors

A Team of Advisors Focused on Optimizing Your Wealth

Behind every portfolio is a team of advisors focused on your success. Our advisors bring decades of experience, credentialed expertise, and a commitment to you and your financial goals.

Instead of working with a single advisor, each client works with a team of fiduciary advisors, ensuring you always have immediate access to your wealth management team.

Meet the Team

Second-Opinion Service

Schedule a Complimentary Consultation

We get that taking the leap to a new financial advisor can be difficult. It's why we offer a complimentary Portfolio X-Ray to anyone interested in seeing what their customized portfolio might look like.

If you are interested in talking with one of our advisors about a Portfolio X-Ray, you can use the form here to send us a message. After you submit your message, you'll receive a response from an advisor within 24 hours.

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FAQ

Frequently Asked Questions (FAQ)

Answers to some of the questions you may have about Chicago Partners.

We understand that choosing a wealth manager is a significant decision, and you likely have questions about how we operate, our strategies, and the value we can deliver.

Our FAQ section is designed to provide clear, concise answers to the most common questions we receive, ensuring you have all the information needed to make an informed choice.

If you don’t see your question answered here, our team is always ready to provide personalized insights. Simply reach out to us directly, and we’ll be happy to assist.

Important Disclosure Information: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. CP does not serve as an attorney, accountant, or insurance agent.  CP does not prepare legal documents or tax returns, nor does it sell insurance products.  If the client desires, one of CP’s representatives, in their separate individual licensed capacities, can be engaged to provide legal and/or insurance services as described on CP’s written disclosure Brochure per the terms and conditions of a separate engagement and fee.